East Tennessee's Premier Wealth Strategists:
Outperform the Market, Minimize Your Taxes, Maximize Your Wealth
Are you tired of the vague, underperforming, and surprisingly risky approach of traditional wealth management? It's time for an investment strategy that's as serious about your money as you are. Serving Knoxville, Farragut, and Tellico Village families since 2017.
No obligation • Complete confidentiality • Free consultation
What Our Clients Say About Working With Miser Investment Partners
"Within our first year working with Derek and his team, we saved over $31,000 in taxes we didn’t even know we were overpaying. Their coordinated approach found opportunities our previous advisors missed completely."
Robert and Linda Chen
Tellico Village
"The peace of mind is invaluable. Knowing that our attorney, tax advisor, and investment manager are all working together gives us confidence in every financial decision we make."
James Mitchell
Farragut
"We thought we had everything figured out after 30 years of successful business ownership. The Miser team showed us we were leaving money on the table every single year."
David and Patricia Williams
Knoxville
Our Investment Strategy: Active Wealth Management for East Tennessee Families
High-Performance Portfolio Management
We don't believe in hiding behind mutual funds. We are active wealth strategists who handpick a portfolio of 30 high-quality, high-probability companies. This approach to portfolio management gives you full transparency and control. This year, our investment strategy has outperformed the S&P 500 by 75%
Structured Notes with FDIC Protection
For those who want growth with safety, we use FDIC-insured structured notes. These innovative investment vehicles allow you to participate in the upside of top-performing stocks like Apple or NVIDIA, while eliminating downside risk. It's asset management with a safety net.
Tax-Smart Location Strategy
We don't just focus on what you invest in—we focus on where it sits. Our clients' investment vehicles are structured to reduce taxes, compound more efficiently, and avoid unwanted distributions. This tax-efficient approach to asset management means you keep more of what you earn.
What Is Wealth Management? It's More Than Just Investment Strategy
At Miser Asset Management, we believe that true wealth management is an active, integrated, and strategic pursuit. Founded by Derek A. Miser, a 29-year veteran of the financial services industry, our firm was born out of the realization that the traditional, fragmented approach to wealth management was failing high-net-worth families in East Tennessee.
We set out to create a better way—a firm where legal, tax, and investment expertise unite to protect and grow your family's wealth. Our integrated approach to portfolio management and asset management means every decision is coordinated across all areas of your financial life.
Why Choose Miser Asset Management for Wealth Management in East Tennessee
Active Wealth Strategists, Not Passive Allocators
Most financial advisors are asset allocators. We are active wealth strategists. We don't just put your money in funds and hope for the best. We hand-select each stock based on performance, quality, and protection. This is what portfolio management should look like.
Outperformance with Transparency
We aim to outperform the market, and we do it with full transparency. You'll always know what you're invested in and why. Our investment strategy has outperformed the S&P 500 by 75% this year.
Growth Without Fear of Loss
We use FDIC-insured structured notes to give you the opportunity for growth with zero downside risk. It's a powerful tool that most advisors don't even know exists. This is innovative asset management at its finest.
Tax-Smart Location Strategy
We build tax location and efficiency into every investment decision. This means your money compounds more efficiently, and you keep more of what you earn. It's comprehensive wealth management that considers every angle.
Frequently Asked Questions About Wealth Management
What do financial advisors do?
Financial advisors help clients manage their wealth through investment strategy, portfolio management, tax planning, and estate planning. At Miser Investment Partners, we go beyond traditional advisory services by integrating legal, tax, and investment expertise under one roof. Our team actively manages your portfolio with hand-selected stocks, implements tax-efficient strategies, and coordinates with our in-house attorneys to protect your wealth.
What is portfolio management?
Portfolio management is the art and science of selecting and overseeing investments to meet specific financial goals. Unlike passive asset allocation, our portfolio management approach involves actively selecting 30 high-quality companies based on rigorous analysis. We focus on transparency, performance, and downside protection through strategies like FDIC-insured structured notes.
What is asset management?
Asset management refers to the systematic approach to developing, operating, maintaining, and selling assets in a cost-effective manner. In wealth management, asset management includes not just what you invest in, but where those investments are held for maximum tax efficiency. Our tax-smart location strategy ensures your assets are positioned to minimize taxes and maximize growth.
How do financial advisors make money?
Financial advisors typically earn through fees, commissions, or a combination of both. At Miser Investment Partners, we operate on a transparent fee-only structure as fiduciary advisors. This means we're legally obligated to act in your best interest, with no hidden commissions or conflicts of interest. You'll always know exactly what you're paying for our wealth management services.
Ready to Stop Hoping and Start Strategizing?
Your financial future is too important to leave to chance.
Schedule your complimentary, no-obligation strategy session today and discover how our integrated approach to wealth management, portfolio management, and tax planning can help you achieve your goals.
East Tennessee's Premier Wealth Strategists
Tellico Village Office
212 Village Square
Loudon, TN 37774 US
Farragut Office
12802 Kingston Pike, Ste 102
Knoxville, TN 37934 US
Securities offered through registered representatives • Investment advisory services through Miser Asset Management, LLC. Legal services provided by licensed Tennessee attorneys • Tax services provided by enrolled agents
© 2026 Miser Investment Partners. All rights reserved. Your financial information is protected by the highest standards of confidentiality.